| Revenue growth | Up 46.7% YoY to ₹1,090cr; robust execution in core engineering. |
|---|---|
| Margins | EBITDA up 55.4%; shifting focus to higher-margin engineering segments. |
| Order book | Robust at ₹1,548cr with a ₹2,200cr bidding pipeline. |
| Demand visibility | Strong visibility from oil, gas, marine, and global EPC projects. |
| Management confidence | Extremely optimistic; targeting 20x revenue growth by 2030. |
Growth
Revenue grew 46.7% to ₹1,090cr; PAT increased 79.7% driven by engineering solutions and improved operating leverage.
Outlook
Guided FY27 revenue of ₹1,600cr (~40% growth) with PAT margins of 10-12% including new defense contributions.
Risks
High dependency on EPC segment volumes and massive debt addition of ₹300-350cr planned for FY27 diversification.
Last quarter's promises, checked
Delivered
- Guided Q3 Revenue ~₹250cr → delivered ₹251cr (= BEAT)
- Guided 9M Revenue ₹744cr → delivered ₹744cr (= BEAT)
- Guided Q3 EBITDA ₹43cr → delivered ₹43cr (= BEAT)
Partly delivered
- Guided Order Book ~₹1500cr → delivered ₹1548cr (= BEAT but pipeline conversion slow)
- Guided PAT Margin 10-12% → delivered 10.4% (= PARTIAL/Lower end)
Earnings Call filed with NSE, NSE: TEMBO. Summary written with AI assistance from the document.
Tembo Global Industries Ltd: key numbers
- Share price
- ₹58.28
- Market cap
- ₹1,128 Cr
- Revenue (annual)
- ₹1,090 Cr
- Net profit (annual)
- ₹91.33 Cr
- P/E (TTM)
- 11.0×Sector 19.0×
- Promoter holding
- 39.04%+2.66% QoQ
- FII holding
- 8.25%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tembo Global Industries Ltd
All →Tembo Global Industries Capital Structure Change
Tembo Global Industries Limited received NSE listing approval for 40,50,000 equity shares issued upon the conversion of warrants.
Tembo Global Industries Other Announcement
Tembo Global received BSE in-principle approval to list existing equity shares on the BSE Main Board. This is an additional exchange listing with no new securities issued.
Tembo Global Industries Partnership
Tembo Global Industries signs MoU with Lachaussee SA to build a 100-million-rounds ammunition line in India. Project valued at €50 million (₹545 Cr) with 2028-29 delivery.
- Value
- ₹545.0 Cr
- Execution
- 2028–2029
- ammunition production capacity
- 100 million rounds/year
Tembo Global Industries Other Announcement
Tembo Global Industries appointed M/s. Ramesh Chandra Bagdi & Associates as Secretarial Auditor for the financial year 2025-26.
Tembo Global Industries Management Change
Tembo Global Industries Limited announced the resignation of its Secretarial Auditor, M/s D. M. Zaveri & Co., effective September 04, 2026.
Tembo Global Industries Annual General Meeting
Tembo Global Industries held its Extra-Ordinary General Meeting on September 4, 2026. Shareholders considered the issue of 2,00,00,000 warrants via a special resolution.